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Frequently Asked Questions
Quote Templates
What are quote templates
Can I customize the Quote Template?
Quotes & Estimates
How can I send a quote using one or multiple Quote Templates?
What if I need to adjust the cost based on a client's input?
Can I add one-off items to the quote?
How can I send the quote to my client for review?
What if my client asks for a discount?
How can I follow up with a client regarding the quote?
Purchase Orders
Can I create a purchase order from a quote?
Can I send a purchase order to my vendor through the platform?
Invoices
Can I create an invoice from the quote?
Can I get paid online?
Customer Management (CRM)
What is CRM?
Costs
Is there a free trial?
Do I have to sign a contract?
How much does it cost?
How can I cancel my subscription?
Where can I get started?
